SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
This Quarter Est. Return
1 Year Est. Return
+20.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
+$4.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,239
New
Increased
Reduced
Closed

Top Buys

1
+$660K
2
+$390K
3
+$364K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$223K
5
LEN icon
Lennar Class A
LEN
+$214K

Top Sells

1
+$193K
2
+$117K
3
+$69.1K
4
RJI
AB Svensk Ekportkredit ELEMENTS Linked to the Rogers International Commodity Index-Total Return
RJI
+$68.5K
5
AXON icon
Axon Enterprise
AXON
+$66.7K

Sector Composition

1 Financials 14.57%
2 Technology 12.33%
3 Healthcare 11.27%
4 Industrials 7.6%
5 Consumer Discretionary 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
$1.13K ﹤0.01%
128
1102
$1.13K ﹤0.01%
21
1103
$1.1K ﹤0.01%
+9
1104
$1.1K ﹤0.01%
23
1105
$1.09K ﹤0.01%
6
1106
$1.07K ﹤0.01%
30
-201
1107
$1.07K ﹤0.01%
+20
1108
$1.06K ﹤0.01%
39
-52
1109
$1.06K ﹤0.01%
11
-15
1110
$1.04K ﹤0.01%
15
1111
$1.01K ﹤0.01%
9
1112
$1.01K ﹤0.01%
+21
1113
$994 ﹤0.01%
30
1114
$972 ﹤0.01%
+30
1115
$945 ﹤0.01%
13
1116
$933 ﹤0.01%
18
1117
$920 ﹤0.01%
19
1118
$904 ﹤0.01%
41
1119
$896 ﹤0.01%
+6
1120
$891 ﹤0.01%
25
1121
$885 ﹤0.01%
8
1122
$875 ﹤0.01%
19
1123
$861 ﹤0.01%
69
1124
$845 ﹤0.01%
189
1125
$824 ﹤0.01%
21
43 44
45
46 47